Simplicity Wealth,Llc Ishares Russell Mid Cap ETF Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,536 shares of IWR stock, worth $1.01 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,536
Previous 12,200 2.75%
Holding current value
$1.01 Million
Previous $1.08 Million 1.67%
% of portfolio
0.09%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$82.81 - $92.93 $27,824 - $31,224
336 Added 2.75%
12,536 $1.06 Million
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $436 - $477
5 Added 0.04%
12,200 $1.08 Million
Q3 2024

Oct 09, 2024
SELL
$79.92 - $88.19 $6.7 Million - $7.39 Million
-83,793 Reduced 87.3%
12,195 $1.07 Million
Q2 2024

Jul 10, 2024
BUY
$78.66 - $83.59 $1.08 Million - $1.15 Million
13,792 Added 16.78%
95,988 $7.78 Million
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $6.2 Million - $6.91 Million
82,196 New
82,196 $6.91 Million

Others Institutions Holding IWR

# of Institutions
1,537
Shares Held
369M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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